A complete list of active advisors currently associated with Sherman Wealth Solutions LLC
Warmer can help you find a great advisor at Sherman Wealth Solutions LLC or one who fits your needs even better.
Sherman Wealth Solutions provides investment advisory, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, and employer retirement plans. The firm offers portfolio management using ETFs, mutual funds, individual stocks and bonds, and serves as an ERISA fiduciary when advising retirement plans. The firm reports $29,234,049 in assets under management across 53 clients and a single advisory professional, with $16,258,911 managed on a discretionary basis and $12,975,138 on a non‑discretionary basis. Portfolios are typically constructed for a long‑term horizon but may be reallocated as needed, using fundamental and technical analysis and, when appropriate, unaffiliated independent managers. Distinctive features include the principal’s professional combination of accounting and planning credentials (including CPA, CFP, CDFA and CPFA designations) and affiliated tax and insurance practices, with roughly 25% of business time devoted to tax/accounting services and a small portion to insurance work. The firm also offers pension consulting and retirement‑plan services (ERISA 3(21) investment oversight, benchmarking, participant education), and discloses that tax and insurance implementations are provided through affiliated entities that receive separate compensation.
To learn more about the advisors currently working at Sherman Wealth Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 11
|
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